TASK > How do task completion rules work?

Tallyfy offers 3 types of rules in a template.

  1. Task completion rules
  2. Form field response rules
  3. Approve/Reject rules

This article walks you through another example of using a task completion rule.

Example scenario

When you onboard a new client, you want to ensure that step 1 is done before step 2 can be done.

'Step 1: Enter client details.'

'Step 2: Send client policy info' (Must only show after step 1 is completed)

1. First, create your steps in the template: 

. Then create the rule in step 2, so that step 2 only shows when step 1 is completed:

2. Launch a process:

3. You will see that only step 1 will show and be assigned at first. Step 2 only shows after step 1 is completed:

4. Once step 1 is completed, it also alerts a member or guest email already assigned to step 2. They are sent an email/see an in app notification and see tasks in the task list:

Clicking on the link in the email will open the task and the assignee can then complete it.

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